Partnership Model

Forget everything you know about traditional insurance agency acquirers; our partnership model facilitates the perpetuation of the entrepreneurial culture and independence that is the hallmark of your success.

Partnership Model

We can help agencies perpetuate:

Growth

Ownership Participation

Culture

Success to the next generation of leaders

Entrepreneurial Spirit

Strategic Recapitalization

The opportunity to take some chips off the table while staying engaged in the business and build an enduring legacy together. A strategy for internally perpetuating equity while receiving liquidity upfront. We partner with fellow entrepreneurs and Agency leadership during a transaction.
We utilize a hybrid transaction structure called a strategic recapitalization, which allows the entrepreneur(s) to receive substantial cash, while retaining meaningful ownership and typically allows the entrepreneur(s) to remain an active and vital leader in the business. BRP prefers to partner with existing entrepreneurs who retain equity, however, from time to time we realize that individual needs may necessitate selling 100% of your agency. We are open to that dialogue and transaction.

Ownership Retention and Liquidity

Entrepreneurs retain meaningful ownership in the company and receive substantial cash at closing, reducing risk of an otherwise concentrated investment.

Retain Entrepreneurial Culture

Baldwin Risk Partners is a boutique entrepreneurial organization.

Favorable Tax Treatment

Business owners enjoy capital gains on the cash received at closing and, in most cases, a tax deferral on any stock rolled in the transaction.

Baldwin Risk Partners

BRP is an award-winning entrepreneur owned and inspired insurance distribution holding company delivering solutions that give our clients the peace of mind to pursue their purpose, passion and dreams. BRP supports our Partners, clients, colleagues, insurers, and communities through the deployment of best in class resources and capital to drive organic and partnership growth. Together with our partner firms, we are innovating the industry by taking a holistic and tailored approach to risk management, insurance, and employee benefits. Our growth path includes increased geographic representation across the U.S., expanded client value propositions and new lines of insurance to meet the needs of evolving lifestyles, business risks, and healthcare funding. This year, BRP was ranked the # 3 Fastest Growing Broker by Business Insurance. BRP is a destination employer supported by an award-winning culture, powered by exceptional people and fueled by industry-leading growth and innovation. Read More